Insight
External publications
'How to Survive an IRS Crypto Tax Audit,' Forkast - November 24, 2021, co-author
'Surviving an IRS Cryptocurrency or Other Crypto Asset Audit,' Bitcoin Magazine - September 27, 2021, co-author
'A Target on American Clients in Canada,' Wealth Professional Canada - April 3, 2020, co-author
'2018 federal and state tax provisions for the foreign service', The Foreign Service Journal - January - February 2019, contributor
'Its the end of the OVDP world as we know it', Withers article - March 26, 2018, co-author
'The urgency of FBAR reporting for US persons living in China', Private Asset Management - August 1, 2016, co-author
'Efficient gifting: Trusts and tax-advantaged accounts are powerful tools for gifting to children', Financial Advisor Magazine - March 2010, co-author
'Let's start with gifting - Annual Exclusions', Private Wealth Magazine - March/April Edition 2010, co-author
'FLP care and maintenance', Financial Advisor Magazine - December 2008, co-author